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TitreDateDurée
Scaling CS with Brittany Soinski of Loom18 Dec 202300:46:43

Onboarding is arguably one of the most critical components of customer engagement and retention, so scaling it well is important.

This week, Brittany Soinski, Manager, Onboarding at Loom joins Jay Nathan to share how her team has tackled this program:

  • Created an onboarding team who is dedicated to owning this process
  • Developed strong templates by starting with post-sale, ending with renewal, and identifying all of the things that happen in between
  • Set a 60-day goal for customers and identified how many reached it within this timeframe
  • Utilized Human Centered Design in the process

Connect with Brittany

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

Building Community/Business Alignment11 Dec 202300:52:27

This week, Jeff talks with Jake McKee, founder of Jake McKee Consulting about community's role in business. Jake shares some critical points for companies looking to bring a community program into their business model that help ensure it is more than just a 'nice to have' opportunity.

Community needs to be embedded into business operations, and to do this well, you must:

  • Understand your business goals and your community priorities and then align them well
  • Use the OGSDT framework (Objectives, Goals, Strategies, and Tactics) in planning
  • Support your internal stakeholders by understanding their pain points and workto help close those gaps with community programs using processes they already have in place
  • Make sure you are tracking both community and company metrics (and tie them together)

This information-packed episode is a must for anyone who is running, or looking to add or expand a customer community.

Connect with Jake

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaling CS with Dan Ennis from Monday.com04 Dec 202300:46:20

This week, Dan Ennis, Manager of Scaled Customer Success at Monday.com joins Jay Nathan to continue our series about Scaled CS.

Starting with Dan's definition of scale, "Increasing the impact with customers without necessarily having the same increase in input on the human side", Dan walks us through the scale process Monday.com went through.

Sharing some focused areas that shifted from a 1:1 to a 1:many without a heavy internal lift with ideas such as Office Hours, communication shifts, measuring everything and using that data to identify priorities, and developing asynchronous content, Dan provides some valuable methods that were successful for his team and customers.

Connect with Dan here

Good Strategy, Bad Strategy Book Summary

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaling Customer Success with Nisha Baxi from Gong27 Nov 202301:01:36

This week Jay Nathan is joined by Nisha Baxi, Head of Community and Digital CS at Gong to discuss the 5 questions that are often asked by companies who haven't implemented community.

  1. Why Community (What is the ROI/Value)
  2. Who should own and run customer communities?
  3. How do you staff a community?
  4. How do you get people to share content in a new community?
  5. Should your community be open?

Nisha shares how Gong has become a community that their customers rely on for information, support, and connections. If your company is considering a community, or if you are looking to expand community into Customer Success, be sure to add this podcast to your queue!

Connect with Nisha

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10-Minute Trumpet: 3 Keys for Scaled Success20 Nov 202300:07:20

This week Jeff Breunsbach takes a look at how being successful with a scaled approach relies on prioritizing and executing on a small number of things very well.

  • Simple options such as education and training
  • Tracking consistency
  • Strong content that resonates with customer needs

By making sure these pieces are well built and have strong customer awareness, you are setting the stage for a scaled approach that works.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10-Minute Trumpet: 3 Layers of Education: Product, Business, Market13 Nov 202300:08:33

This week, Jeff Breunsbach takes a look at some important components of customer education:

Product

  • Learn what part of your product aligns with the customer needs
  • Our customers don't need to utilize every part of our product or be aware of every new feature
  • Focus on the features and aspects they need and help them become experts in those areas
  • Specialized education is better than a 1 size fits all versio

Business

  • Use educational pieces that help your users have a better understanding of their own business goals
  • This helps make sure they are maximizing your product for their needs

Market

  • Understanding market trends can help your customers understand how your product fits into their goals
  • Keep an eye on other products that have overlap and make sure those intersection points are well understood

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10-Minute Trumpet: Having a Named CSM06 Nov 202300:08:12

This week Jeff takes a look at the impact of equating a Named CSM with quality service. With the current economy, having a named CSM is a luxury many companies are no longer investing. CS teams are now in a position to pivot, but an understanding of that impact must be understood in order to successfully transition.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10-Minute Trumpet: Scaling Your CS Teams Through Specialized Roles31 Oct 202300:08:19

This week Jeff takes a moment to talk through the waves of the Customer Success Team journey.

There are typically 3 waves of focus within the team as specialization becomes necessary.

First 2 waves are mainly focused on 1:1 programs while the 3rd is all about scaling.

However, in this state of moving away from 1:1 towards a more scaled focus, we need to add roles from the 3rd wave much sooner int the process.

Learn more about setting your 2024 team and plans up for the best possible outcome.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Integrating Your CS Goals with Community23 Oct 202300:40:05

This week, Nicole Saunders, Director of Community at Zendesk talks with Jeff about how community can help bring value to the customer experience by bringing CS in as a strong content provider.

  • Helps move from a transactional to a relational and learning experience
  • Helps align the community around scaled ideas to create synergy and utilize tools and offerings collaboratively across the company to become more retention focused
  • Helps focus on certain KPIs and metrics that other teams have so you can use the data to tell the story of the customer and the community well

Connect with Nicole

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaling CS: Tessa Thorburn with Loom16 Oct 202300:40:42

Another session in our Scaling CS series, Tessa Thorburn, Head of Customer Success joins Jay to talk about how her team at Loom has used scale to increase their efficiency and value to customer. From role specialization to programs that scaled well, she shares her insights and experience in helping her team increase customer value effectively.

  • Building the case for role specialization
  • Use case webinars
  • Listening to customers at scale
  • Re-onboarding
  • Technology
  • Communication through change

Connect with Tessa

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

Scaling CS: Mike Sasaki with Emburse09 Oct 202300:52:29

In this episode, Mike Sasaki, VP of Customer Success at Emburse talks with Jay about scaling CS. Not simply from a growth perspective, but a more important impact on profitability focus. From areas of his business he has been able to scale effectively with strong results to other areas of consideration that have to be managed when scaling programs, Mike's practical examples and insights will help you take a look at scaling in a broader way.

Connect with Mike

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Rolling Out Changes02 Oct 202300:44:13

Change is inevitable, but how a leader handles it can be the difference between success and failure.

Join Dillon Young, Leader of CS at Maxwell as he and Jeff Breunsbach take a look at changes and how to handle them well.

  • Identify issues and gaps, focusing on leading indicators
  • Evaluate potential solution effectiveness identifying lagging indicators
  • Trust your fellow teams to do their part in the process...change has to include everyone
  • Ask questions and collaborate

Bottom Line:

- Prioritization is important

- Determining effective use of time for resources

- Make sure what you are measuring has an impact and improvement will be invested in

Connect with Dillon

Lifetime Value

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Implementation is Not Onboarding25 Sep 202300:39:48

This week Jeff Kushmerek joins Jeff Breunsbach to talk about the difference between onboarding and implementation

 

Onboarding Implementation Ongoing

Finite Period

Measurement - Time to Value Measurement - Time to Launch No handoffs Multiple handoffs

 

Jeff K. shares his insights into how to handle the differing needs of Implementation in a way that supports the customer's goals, the metrics needed to be measured, and the outcomes that need to be defined.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Setting Priorities for Your Team18 Sep 202300:40:03

Sandy Yu and Jeff Breunsbach talk about the importance of priorities in this week's Gain Grow Retain podcast. Knowing that there can only be one priority at a time, how do you select what to focus on? Here are some of the questions being discussed:

  • Prepare by understanding the resourcing, the organizational needs, and the cost of NOT doing it for each potential priority
  • Decide after gathering data (but don't let the research go on too long!)
  • What are the responsibilities of the leader in helping the team successfully work on the prioritized project?
  • How can you utilize routines to make it outcomes focused without stifling creativity?

Connect with Sandy

Revenue CCO

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaled CS: Daphne Lopes, Hubspot11 Sep 202301:04:11

Daphne Lopes, Principle Manager of CS at Hubspot joins Jay Nathan to talk about Hubspot's focus on meeting each customer at the right time with the right information through scaled CS.

In this episode, learn how segmentation, data models, content, and cross-collaboration all play a foundational role in creating a customer experience that is based on scale without sacrifice.

Connect with Daphne

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

How CS Leaders Can Adopt AI04 Sep 202300:46:22

This week Rohan Gupta and Gopal Srinivasan, Partners at Deloitte, join Jeff to talk about a hot topic: AI in Customer Success.

Generative AI has made access more accessible for the average person, but what are some ways CS teams can utilize AI to support the work they do in a more effective and efficient way? From practical suggestions for getting started to potential roadblocks, the conversation focuses on the shifts teams and companies need to start making to utilize this powerful tool.

Connect with Rohan Gupta

Connect with Gopal Srinivasan

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10-Minute Trumpet - Specialized Roles28 Aug 202300:08:36

This week, Jeff discusses the various stages of the CS team and focuses on the newest realm of specialized roles. All of the stages are important to building an effective team. These specialized roles: Scaled Program Managers, Customer Marketers, and Community Managers can help drive specific outcomes by developing campaigns that benefit customers whether they have a named CSM or not.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

The Vault -Building Relationships During Uncertain Times21 Aug 202300:55:42

In this re-release from April 2020, Jay Joined Mark Stoddard and Dave Blake of ClientSuccess as part of their CS Leadership Webinar Series.

Although they talk about the impact of COVID on the market in general and customer engagement specifically, the conversation is just as relevant today as teams undergo major changes that often result in the loss of your primary stakeholder. After sharing some practical tips, the group them shifts to answering audience questions, making this a great podcast to revisit.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaling CS with Community14 Aug 202300:44:55

This week, Jay Nathan talks to Shauna McClemens about how Higher Logic Vanilla has built a strategy utilizing their customer community to scale CS programs. By ensuring that the entire community is focused on customer success, companies are able to provide a space for 'the right information at the right time for the right person' in a way that is more effective than any other method.

Listen to the process she and her colleagues worked through to move from a space that was operating without leadership to one that is providing value to customers through a variety of opportunities.

Connect with Shauna

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

10-minute trumpet - Relationships at Scale07 Aug 202300:08:11

This week, Jeff takes a quick look at the increasing need to build relationships, and the need to do it at scale. 

Why scale a relationship? The changing dynamic of the stakeholders themselves as well as the need to move away from a single point of contact are all factors. Take a listen to a variety of ways Jeff suggests to not only scale your relationships, but do it in a way that builds value beyond the current relationship building processes.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

*This podcast is sponsored by Higher Logic Vanilla.

10-Minute Trumpet - Over-indexed on having named CSMs31 Jul 202300:07:03

This week, Jeff takes a quick look at the idea that every customer gets a CSM. This belief has resulted in high costs, lower impact, and a mistaken idea that the CSM is the solver of all problems.

Instead, focus on your top revenue generators for 1:1, and look at scaling the rest in an effective and valuable way. Strong self-service is much more valuable than a CSM with a 500-customer book of business with little to no interactions and no additional programs to support their needs.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

This weeks' podcast is brought to you by Totango, a GGR Supporter

Scaled CS is all about efficiency24 Jul 202300:47:19

Scaled CS is a hot topic due to the constraints most organizations are facing, but what does that really mean and how do you do it well?

Chris Dishman, SVP of Customer Success at Totango spends some time with Jeff sharing his insights. Scaling CS doesn't change the focus of CS, it simply looks at ways to make the process of helping customers realize value more efficient, usually with the support of technology.

During the podcast, Chris takes a look at making sure your tech stack is set up well, how to removing the friction your customers face, and using composable customer success to ensure processes are bringing value to the customer.

Connect with Chris

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

 

10-minute Trumpet - Take Pressure Off Your CSM Team17 Jul 202300:07:23

This week, Jeff takes a quick look at how to help your CSM team manage the increasing pressure they are under: 1:many programs.

Jeff walks you through 5 steps to move quickly into some effective and simple ways to to allow your CSMs to scale where they can so they can focus on what they need to.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Today's episode is sponsored by Totango

The Vault - 7 Pillars of CS11 Jul 202300:39:33

This week we are bringing back a 2021 podcast with Wayne McCulloch on the 7 pillars of Customer Success.

Focusing on the fact that it is moments with the customer rather than the customer relationship that is owned, Wayne shares how focusing on those key moments will provide a stronger customer experience.

With some practical examples, Wayne shares how companies who build for success through optimizing processes internally while still focusing on the customer's definition of success create the most impactful experiences.

Connect with Wayne

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Want to Become a World Class CSM?03 Jul 202300:08:29

In this 10-minute trumpet, Jeff Breunsbach shares his views on how CSMs should be preparing for career growth. Instead of the Enterprise-level CSM being the goal, focusing on building scaled CS skills is going to give you the biggest bang for your buck.

How?

  • Leveraging a 1:many focus in areas that increase your reach
  • Focus on writing skills
  • Identifying self-service opportunities
  • Large-scale impact on customers instead of a 1:1 focus with limited reach

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

The Vault - Where does Community fit into your Customer Success Strategy?26 Jun 202300:32:22

In this Vault episode from October, 2020, Joe Huber, formerly the Customer Community Strategist at Sprout Social joins Jeff to talk about the impact of community as a part of your organization.

Not only can community provide space for customers to share best practices, create sub-groups based on focus, needs, and company type, share processes and templates, but it brings value to your brand just by providing this space.

Learn the steps necessary to prepare your community launch (or relaunch) for success, all the way through engagement, and finally identifying important metrics in a way that helps move to a 1:many program that supports the work of Customer Success teams.

Connect with Joe

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Jay Nathan’s Take on CS19 Jun 202301:03:47

First aired on Leadership Masterclass on June 4, 2023, Jay Nathan joins Subha Shriniivasan to discuss multiple aspects of Customer Success.

From the start of Gain Grow Retain to Jay's thoughts on Customer Success's role in a variety of organizational goals, this episode dives into some of the common questions being asked.

  • Why do we need CS?

  • How is CS different from other go-to-market functions?

  • How can companies drive customer experience to build credibility for new customers?

  • How do you structure your organization?

  • Should CSMs become Account Managers?

  • How should you measure the success of a CS team?

  • What role does digital CS play?

  • How should the CS team engage with other teams to tie to value and goals?

  • Should CS own up-sells and cross-sells?

  • Will AI replace CS?

Hear Jay's take on each of these topics as he shares practical reasons for his beliefs and steps to move into more effecient and strategic processes.

Original Episode Link

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Using Events to Strengthen Your Customer Experience12 Jun 202300:43:42

Events are no longer a 'nice to have' for companies. Instead, they are opening the doors to stronger relationships and engaging with customers to become a massive opportunity in a people-first Go-to-Market' plan.

This week, Mark Kilens, CMO at Airmeet joins Jay to talk about how they are using events as a catalyst for understanding and ultimately supporting customers through thoughtful, scalable events that are creating two-way experiences in a fast-moving and dynamic way.

Connect with Mark

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

The Vault - How CS Operations can Help Scale05 Jun 202300:32:04

This week GGR dusts off another gem from the past, this one from December 4, 2019. 

A strong CS Ops team can make a huge difference within an organization and be a force multiplier for the entire CS team. Jennifer Kirkland (formerly VP of CS Ops and Professional Services at Conversica, currently Executive VP of Client Success at Axero) joins Jeff and Jay to talk about how Jennifer used her account and product management experience to create a process that made a difference and helped the CS team build effective 1:many processes.

How are you using your CS Ops team to increase your team's efficiency and effectiveness?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Renewals08 May 202300:46:09

Where should renewals live, and why it doesn't really matter...

That's the focus of a conversation between Julie Fox, Senior Manager of CS at FloQast and Jeff Breunsbach this week. Regardless of which department owns the renewal process, it really has to be a team sport, where success is based on the involvement of everyone. 

Customers do not renew (or not) based on single experiences or relationships, so making sure a strong customer experience exists across all departments is going to be important.

Connect with Julie here

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Focus on Your Customer01 May 202300:42:15

Are your customer meetings focusing on your product or your customer?

If you are spending time talking about your product, you are leaving a lot of value on the table (and probably finding it difficult to get your customers to keep coming back for more).

This week, Bob London and Jeff Breunsbach spend some time talking about how a shift from a product focus to a more strategic role that supports the high level goals and needs of your customer can increase the impact and alignment you have.

  • Move into authentic conversations rather than presentations
  • Show how other companies are using your product successfully
  • Include both tactical and strategic components in your interactions
  • Learn the industry needs by finding resources and conversations that allow you to understand where issues and interests are focused

Connect with Bob here

Free UBR Training

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Making Your CSMs Become Great Change Management Experts17 Apr 202300:07:08

Your customer won't wake up tomorrow thinking "I cannot wait to use XX product more today!"

Jeff Breunsbach takes some time to look at the role change management plays in product adoption.

  • Look for ways to reduce customer effort
  • Identify business problems to solve
  • Update processes where necessary
  • Identify customer stakeholders who will be impacted
  • Integrate into their existing tech stack

Moving into helping customers through change management with a new product adoption can help you be seen as a business process and minimize the gaps or risks that exist before they impact adoption.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Meeting Prep is a Lost Art13 Apr 202300:08:01

Are you making sure your meetings are 'Can't Miss'?

In this week's 10-minute trumpet, Jeff talks through some simple ideas for not only using meetings strategically, but adding simple before and after processes that can hep you make a lasting impression and stand out.

'Do the simple things really well'

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Building Predictability Into Your CS Organization10 Apr 202300:37:03

Rod Cherkas, CEO and founder of HelloCCO, joins Jeff Bruensbach this week to talk about creating predictability and stability through consistence processes, which come from building consistent skills.

In order to make this happen, CCOs (or those who aspire to become one) should focus on:

  • Building cross-functional relationships
  • Communicating effectively
  • Segmenting customers and building plans for each segment
  • Use 1:many processes for repetive CSM work
  • Help stakeholders learn customer experience

Connect with Rod here

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Our CSMs Are Really Change Management Experts03 Apr 202300:39:08

CSMs are really in the business of helping our customer champions become really great change management experts. Let's prepare our customers for the people, process, and technology updates necessary to adopt our product

Connect with Garrett here

Connect with Michael here

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

CSMs should be great change management experts30 Mar 202300:06:53

Customer success teams aren’t here to simply train the customer on using a product. Customer success teams are change management agents. Helping guide a customer to an outcome through people, process and technology habits. Reframe the thinking for your CS teams.

 

Join the conversation.

 

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

10 Customer Churn Benchmarks for SaaS Leaders27 Mar 202300:50:11

This week, Greg Daines, CEO of ChurnRX joins Jay and Jeff to talk about churn benchmarks. Some key highlights:

  • no statistical alignment between whether satisfied customers stay (CSAT)
  • inertia is real - make sure you aren't giving your customers a reason to leave
  • story telling the history of your relationship is a good thing
  • measurable results is one of the largest factors in longer retention
  • make sure your customers are measuring results
  • bridge the gap here, especially if results measuring is difficult
  • focus on helping your customers utilize your product effectively
  • Ask good questions as you set up measurement goals

What benchmarks are you seeing as vital towards predicting potential churn?

Connect with Greg

ChurnRX

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Churn Benchmarks23 Mar 202300:18:17

Are your churn benchmarks telling you what you think they are?

Jay Nathan takes a look at the Churn benchmarks for SaaS leaders by Greg Daines, CEO of ChurnRX and some of the results might surprise you!

Jay shares some key takeaways for 5 of the 10 benchmarks reviewed in the report.

  1. CSAT - no statistical correlation between customer reported satisfaction and customer lifespan.
  2. Customer Results - is your customer achieving measurable results and is your CS team including this in conversations?
  3. Negative Experiences - customer with high number of tickets are not the customers to worry about.
  4. Account Down Sell - These customers are not likely to churn.
  5. Annual Billing - an important area to move into to increase ARR.

As you listen to this podcast to unpack each of these statements, did any of these surprise you, and are you tracking the right churn benchmarks?

Connect with Greg

ChurnRX

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Strategic, Tactical, and Operational20 Mar 202300:33:15

Are your CSMs operating with a single point of contact?

Damien Howley, CCO of Whip Around shares how having a Strategic, Tactical, and Operational focus in your customer relationships not only prevents that single point of failure when a main contact leaves, it strengthens your customer knowledge in a way that cannot be done with a single relationship.

Learn what this looks like in real life, and how to effectively ensure your CSMs are utilizing this process well.

Connect with Damien here

Buy Damien's book

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaled CSMs Should Be Creating Content16 Mar 202300:08:08

Are you using scaled CS as a universal engagement strategy? If not, you are missing out on giving your team the chance to build out their roles due to lack of bandwidth.

In building relevant and actionable content, it is important that you:

  • know the persona
  • know the product
  • know the market
  • share best practices
  • have a variety of content types
    • webinars
    • workshops
    • 5-7 minute recordings
    • in-product guies
    • templates
    • social media

The result of a strategically planned content library that is easy to access is stronger customer engagement across all segments. It also allows your team to maximize the 1:1 activities that drive the outcomes you are looking to help your customer with.

What ways are you using content to strengthen your customer engagement?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaled CS is Looking Alot Like Marketing13 Mar 202300:35:56

This week, Karessa Parish, Growth Marketing Manager at ClassTag joins Jeff to talk about the connection between scaled CS and marketing.

Here are some of the key takeaways:

  • Look for ways to automate things that you do over and over
  • Evaluate your content to align with customer self-service needs
  • CSMs should be facilitators rather than information keepers
  • Give a space for customers to talk to each other
  • Examples of scaled ways to grab your customer's attention

Connect with Karessa here

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

QBRs Need an Overhaul09 Mar 202300:09:25

QBRs are a topic of conversation almost any place that CS professionals gather. That is because they are a vital tool in helping customers understand how your product aligns with their business goals.

The problem is these meetings have become another task, and one that many customers are skipping.

So how do you move from the old way to a new, more engaging way of talking to customers?

  • Make it more about them instead of you
  • Share metrics and slides ahead of time - bonus points for recording a video companion!
  • Share info about what stakeholders will be interested in specific information
  • Open actual call with a chance for the customer to get clarification, but spend the majority of the time asking open-ended questions
  • Identify scheduled meetings that you can join and share
  • Create a 1-page document with post-meeting action items

What are some ways you are shifting into a new QBR framework?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Effortless Experience06 Mar 202300:46:37

Going above and beyond for your customers seems like a no-brainer, but is it really?

Data shows that performing 'Hail Mary's' for your customer doesn't have any greater impact than simply meeting their needs.

Matt Dixon shares some tips on what you should be focusing on, and the good news is it is relatively inexpensive in terms of money, time, and resources.

We need to move our customers from signature to value as quickly and efficiently as possible. Allowing your CS team to focus on making the customer journey as painless as possible results in a bigger impact on customers and your bottom line.

Connect with Matt here

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Delight vs Effort02 Mar 202300:16:37

It seems intuitive: you increase retention by delighting your customers.

However, data exposes the fact that something that takes a lot of effort and often the increased expense doesn't bring the results you are looking for in terms of loyalty, retention, or even advocacy.

Instead, strong value and ROI come when companies look for ways to reduce the effort our customer have to expend to be our customers.

Jay takes a look at how teams can work to make reductions in efforts that equip our customers for success by making our companies easier to do business with.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Trends in the Job Market Around B2B Tech27 Feb 202300:41:31

Jay is joined by Christina Lock, Founder and CEO of Catch Talent. We talked about trends in the labor market and what she’s seeing across the tech companies her team works with.

Here are the questions we went over:

  • What are the trends you see in both the job market and the labor market?
  • How are employers responding to shifts in the labor market?
  • What roles are most in demand right now from your perspective?
  • How have the requirements changed over the past several quarters?
  • There is a downward trend in candidate experience in tech, even when labor is in peak demand. Candidates being “ghosted,” lengthy and indeterminant processes, excessive assignments, etc. Why is this happening?
    • How can hiring managers make the best decisions possible while streamlining these processes?
  • If you’ve recently been let go, what are the top two or three things you can do to make yourself the most marketable?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

We Need Our CSMs to Become More ”Strategic”23 Feb 202300:07:16

We need our CSM's to become more "strategic". (What that really means, no one will ever know) BUT, here's an easy way to *start*... Coaching your CSMs to get better at asking open-ended questions AND listening. Open-ended questions often begin with words such as "Why" and "How." Or they can use phrases such as "Tell me about..." 💩 Did you accomplish your goals in Q1 2020? ➡️ Tell me more about your goals from Q1 2020... 💩 Has your business been affected by the recent recession concerns? ➡️ What adjustments have been made to your business due to the recent recession concerns? 💩 Do you have an executive sponsor for this project? ➡️ How are you engaging with your leadership team around this project? This is a small change. But you need to start small and build momentum. What other open-ended questions should we be asking our customers?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Building Account Maps for Predictable Outcomes20 Feb 202300:38:55

Today we are joined by Michael Tuso of Callypso as he brings his experience from sales and account management to share practices that customer success leaders can use:

  • Building account maps can help you identify the right people
  • Sets the stage for consistent account practices
  • Finding ways to build maps at scale and community-driven techniques

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

CSMs Should Not Learn to Talk to CFOs16 Feb 202300:07:20

Make your champion the hero of the story when dealing with their finance partners. Here are 3 ways you can do that: 1) Help prepare them around how to defend the ROI of your product - remember to think about inputs and variables to the model. Think like a lawyer - you have to prove beyond a reasonable doubt. 2) Beyond ROI, help them understand the downside of not using your tool. Think in terms of cost (particularly labor) and lost efficiency - the story/narrative is important here. 3) Make sure to highlight beyond your product, the other benefits that they would be missing - access to community/peers, industry expertise, integration/data that flows to other systems. Make it about the ecosystem, not your product. Numbers. Story. Ecosystem. You have to be solid on all three fronts. My guess is you have 1/3 today - if you can nail 3/3 it helps you going into your renewals this year. What else can you do to prepare your champion for the CFO conversation?

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

Scaled CS with Enterprise13 Feb 202300:54:41

This week, Jon Johnson, Principle Customer Success Manager at UserTesting joined Gain Grow Retain to talk about how to scale in an enterprise environment.

Building trust and showing value is a foundational part of the process but segmentation becomes the key to success.

  • Create buckets to segment
  • Get specific
  • Simplify

Scale can help you identify the right conversation with the right person at the right time.

Connect with Jon

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

ChatGPT for Scaled CS06 Feb 202300:24:55

Jeff and Jay come together to talk about three possibilities for leveraging ChatGPT in scaling your Customer Success program:

  1. Customer Discovery
  2. Key Contact Insights
  3. Strengthen Content

Learn how using ChatGPT can help speed up some of the processes your team is doing, increasing the value of the time they have to spend with the customers.

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Gain Grow Retain exists to connect people, knowledge, and ideas to advance the state of customer success.

We're on a mission to connect B2B SaaS customer success leaders so that we can learn from one another. Check out more at GainGrowRetain.com! Or follow our GGR LinkedIn page.

GGR was co-founded by Jeff Breunsbach and Jay Nathan - be sure to follow for customer success content.

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